今日看点
✦ 海底捞：考虑分拆并将海外业务于港交所主板单独上市
✦ 蔚来成立独立委员会，监督卖空报告中相关指控的独立调查工作
✦ 小红书针对恶意爬虫启动专项治理，3个月共计拦截159.6亿次攻击
✦ iQOO 10系列官宣首发量产200W超快闪充，开启快充新10代
✦ 腾讯与梅赛德斯-奔驰达成合作，将建立自动驾驶联合实验室
✦ 中国手游发行商6月全球吸金超20亿美元，腾讯、网易、米哈游稳坐前三
✦ 徕卡创100多年历史上最佳财年业绩，营收增长16%
✦ 联合国报告：世界人口预计今年11月突破80亿
国内要闻
1、紫光集团宣布如期完成股权交割，智广芯控股承接100%股权
2、海底捞：考虑分拆并将海外业务于港交所主板单独上市
3、蔚来汽车：决定成立独立委员会，旨在监督就卖空报告中相关指控开展的独立调查工作
4、WPS官方回应“被曝会删除用户本地文件”：该说法纯属误导，系有用户分享在线文档链接涉嫌违规被禁止访问
5、每日优鲜回应3天关闭9城业务：目前保留了云超特卖业务，最快可次日达
6、名创优品：将于7月13日在港交所上市，股份代号为9896
7、小红书针对恶意爬虫启动专项治理，2022年3月至今共计拦截159.6亿次攻击
8、亿纬锂能储能总部及储能技术研究院项目签约落户武汉光谷，总投资30亿元
9、启明创投宣布新一期基金募资32亿美元，已募管理资产总额94亿美元
10、国内手机厂商主流手机机型已切换Type-C接口，我国或率先统一快充技术标准
政务快讯
1、民政部等三部门：推动社会组织进一步助力高校毕业生等群体就业
2、市场监管总局发布《超声功率计量器具检定系统表》等16项国家计量技术规范
3、水利部：上半年我国重大水利工程新开工数量和投资规模创历史新高
4、财政部下达2022年国家电影事业发展专项资金补助地方资金预算3.55亿元
5、工信部、国家卫健委：拟探索建立健全医疗装备从技术开发、产品生产、示范验证到应用推广的创新体系
6、银保监会：重点支持高技术制造业、战略性新兴产业，支持汽车、家电等制造业企业“走出去”
7、上半年国内充电基础设施增量130.1万台，累计达391.8万台
8、北京：7月12日起有序恢复举办线下体育赛事活动
9、上海市体育产业联合会和上海体育产业投资基金揭牌
10、山东全面推广居住证电子证照：办证不跑腿、亮证更方便、应用更智能
科技通信
1、realme真我GT2大师探索版官宣全球首发新一代X7独显芯片
2、iQOO 10系列官宣首发量产200W超快闪充，开启快充新10代
3、北京联通携手华为完成首个千站级MetaAAU部署，落地千兆绿色农村战略
4、合肥欣奕华完成12inch半导体AMHS系统开发及技术规格验证
5、兆易创新拟2亿元参与认购北京小米智造股权投资基金，重点投资集成电路等
文娱影游
1、腾讯游戏发布暑假未成年人限玩日历：只能在每周五六日20点至21点登录游戏
2、B站首部HDR调色杜比音效自制纪录片《众神之地》第一集上线，限时免费
3、手游《原始征途》宣布开启iOS预约：将于今年下半年公测
4、Sensor Tower：6月中国手游发行商全球吸金超20亿美元，腾讯、网易、米哈游稳坐前三
5、Steam一周销量榜：Steam Deck六连冠，生存游戏《Raft》第二
金融财经
1、央行：2021年金融风险总体收敛，P2P网贷平台全部退出经营
2、中国信托业协会：信托业为绿色环保产业服务规模累计近6000亿元
3、北京银行与国民养老保险签约，双方将探索商业养老金融新模式
4、信美相互人寿自研“易码”保险低代码平台上线，数字化助力运效提升
5、天风证券：拟开展商业物业抵押贷款资产证券化业务，本次发行规模不超9亿元
住房地产
1、绿城管理上半年新拓代建合约面积1323万平米，代建费预估40.6亿
2、中国金茂约37.36亿元收购甬云房地产及甬焕房地产，进一步拓展宁波生命科学城项目
3、东湖高新：湖北路桥联合体中标14.85亿绿色低碳经济产业园项目
4、旭辉控股附属公司与上海瓴艾签订1.87亿元物业买卖协议
5、金融街拟设立武汉金树街商管公司，首项目为融御滨江项目商业街
零售电商
1、盒马落地北京首家平谷桃盒马村，让冰雹“吻”过的桃入市
2、金鹰7-Eleven将进入江苏盐城，7月16日三店同开
3、想念食品预披露招股说明书：拟冲刺上交所主板，募资9.74亿元
4、成都SKP项目预计10月建成：总投资50亿元，将引进1000余个品牌
5、意大利奢侈品集团OTB旗下四品牌上海齐开店，未来两年中国门店数量将增加一倍
汽车出行
1、T3出行：累计注册用户数突破1亿，日订单突破300万单
2、小康股份：拟更名为“赛力斯”，持续加大新能源战略投入
3、梅赛德斯-奔驰与腾讯在高级别自动驾驶领域达成战略合作，将建立自动驾驶联合实验室
4、爱玛科技拟公开发行可转债不超20亿元，加码新能源智慧出行项目
5、上半年国内动力电池装车量同比增长109.8%，宁德时代占比47.67%居首
教育培训
1、读书郎：最终发售价定为7.6港元/股，预计7月12日港交所上市
2、教育部等3部门启动“千校万企”行动，推动千所以上高校支撑服务万家以上企业
3、“强师在线”高师基础教育支持乡村振兴公益平台上线发布，赋能县域乡村教师成长
4、深圳开展“百万就业见习岗位募集计划”，每人每月见习补贴2500元
5、内蒙古成立校外教育培训专家委员会，持续推进“双减”工作落地落实
医疗健康
1、智飞生物：一季度九价HPV疫苗批签发量同比增长近280%
2、九典制药高端制剂研发产业园即将全面完工，或新增产值60亿
3、诺华任命朱家康女士为创新药物中国肿瘤治疗领域负责人
4、阿斯利康宣布计划在山东青岛投资建设生产供应基地并设立区域总部
5、序祯达斩获ISO15189证书，实验室CLIA、CAP、ISO15189、ISO27001四证合体
旅游民宿
1、抖音直播推出“看山河”文旅行业直播系列活动，面向全国多个景区邀约导游、达人开播
2、穷游网“轻年计划”再出发，携手火星1号基地探索航天旅游
3、第二个国家植物园：华南国家植物园在广州揭牌成立
4、福州再发千万元文旅消费券，最高可享满减100元的五折优惠
5、2022四川省文旅消费季开启，将推出八大主题270余项活动、发放2.27亿元消费券
区块链
1、长安链协作网络“落子”全球商旅服务节点，将推动区块链技术在民航落地
2、中国移动与中国联通共同建设的“结算链”正式投入商用
3、华侨城文旅科技集团正式部署元宇宙数字藏品版块
4、喜马拉雅数字藏品平台“美藏”即将上线
5、广电运通：数字人民币软硬件产品及相关解决方案已被数十个主要城市采用
国际视角
1、徕卡相机集团实现100多年历史上收入最高财年业绩，收入增长16%
2、格罗方德与意法半导体将宣布法国建厂计划，投资近40亿欧元
3、亚马逊云科技加速云端存储创新，过去一年共发布130多项存储服务及功能
4、Shopify已完成对Deliverr的收购：打造以商家为中心的端到端物流平台
5、联合国报告：世界人口预计今年11月突破80亿
融资收购
1、多模态情感识别技术研发商「竹间智能」完成近亿元D1轮融资，由金库资本、江苏文投、隽赐资本联合投资
2、自动驾驶技术与商业化领跑企业「仙途智能」完成2亿元B2轮融资，由杉杉创投、欧普资本、老股东天奇资本与创始人黄超参与投资
3、智能分选装备提供商「弓叶科技」完成亿元级A轮融资，由达晨财智领投，老股东经纬创投持续加码
4、智能建造解决方案提供商「方石科技」完成Pre-A轮融资，由襄禾资本领投，老股东涌铧投资跟投，青桐资本担任独家财务顾问
5、养老护理服务运营商「康护养老」获得数千万元Pre-A轮融资，由知名产业方、香椽资本、滨海财富等共同投资
6、低维功能材料研发生产商「中熵科技」完成千万元级Pre-A轮融资，由建信信托和启迪之星创投联合投资
7、光热储能和工业低碳能源领域企业「龙腾光热」完成数亿元新一轮融资，由国家制造业转型升级基金旗下的国开制造业转型升级基金领投
8、新型碳纤维复合隔热材料及其相关产品研发商「幄肯新材料」完成1.3亿元D轮融资，由国家中小企业发展基金（浙普）领投，合肥产投、金浦智能（二期）、稼沃资本、吴兴产投、上海诺毅、厚合资本、浙科投资共同参与
9、可编程药物递送平台开发商「思珞赛」完成逾千万美元Pre-A轮融资，由诺辉创投与另一家知名医疗投资基金共同领投
10、体外医学诊断系统研发商「浦光生物」完成近亿元Pre-A轮融资，由南京新工产投、华泰紫金旗下华泰国信基金共同领投，文周投资持续跟进，九州通创投等机构跟投
Today’s highlights
Gao Hai Dilao: consider spinning off and listing overseas operations separately on the main board of the HKEx
Wei Weilai set up an independent committee to oversee the independent investigation of related allegations in the short selling report.
Xiao Hongshu launched a special treatment against malicious reptiles, intercepting a total of 15.96 billion attacks in 3 months.
The iQOO 10 series officially announced the initial production of 200W ultra-fast flash charge, starting the fast charge for 10 generations.
Tencent has reached a cooperation with Mercedes-Benz to set up a joint autopilot laboratory.
Chinese mobile game publishers earned more than 2 billion US dollars globally in June, while Tencent, NetEase and Miha you were firmly in the top three.
Delaika achieved the best fiscal year in its more than 100-year history, with revenue growth of 16%
United Nations report: the world’s population is expected to exceed 8 billion in November this year.
Important domestic news
1. Ziguang Group announced that the equity delivery would be completed on schedule, and Zhiguangxin Holdings would undertake 100% of the equity.
2. Haidilao: consider spinning off and listing overseas operations separately on the main board of the HKEx
3. Xilai Motor: decided to set up an independent committee to oversee the independent investigation into the allegations in the short selling report.
4. WPS official response: “it is exposed that users’ local files will be deleted”: this statement is purely misleading, because some users are suspected of sharing online documents and links are prohibited from accessing them in violation of regulations.
5. Daily excellent fresh response closes 9 cities business in 3 days: Yun Chao special sale business is retained at present, which can be reached the next day at the earliest.
6. Mingchuang quality products: will be listed on the Hong Kong Stock Exchange on July 13, with the stock code 9896.
7. Xiao Hongshu launched a special treatment against malicious reptiles, intercepting a total of 15.96 billion attacks since March 2022
8. Yiwei Lithium Energy Storage headquarters and Energy Storage Technology Research Institute have signed a contract to settle in Wuhan Optical Valley, with a total investment of 3 billion yuan.
9. QiMing Venture Partners announced that the new fund would raise US $3.2 billion, with a total of US $9.4 billion in assets under management.
10. The mainstream mobile phone models of domestic mobile phone manufacturers have switched the Type-C interface, and our country may take the lead in unifying the technical standard of fast charging.
Government affairs bulletin
1. The Ministry of Civil Affairs and other three departments: promote social organizations to further help college graduates and other groups to obtain employment
2. The General Administration of Market Supervision issued 16 national measurement technical specifications, such as the Verification system Table of Ultrasonic Power measuring Instruments.
3. Ministry of Water Resources: the number of new construction and investment scale of major water conservancy projects in China reached an all-time high in the first half of the year.
4. The Ministry of Finance issued a special fund for the development of the national film industry in 2022 to subsidize the local fund budget of 355 million yuan.
5. Ministry of Industry and Information Technology and National Health Commission: it is planned to explore and improve the innovation system of medical equipment from technology development, product production, demonstration and verification to application and promotion.
6. Bancassurance Regulatory Commission: focus on supporting high-tech manufacturing and strategic emerging industries, and supporting manufacturing enterprises such as automobiles and household appliances to “go out”.
7. The domestic charging infrastructure increased by 1.301 million units in the first half of the year, totaling 3.918 million units.
8. Beijing: the offline sports events will resume in an orderly manner from July 12.
9. Shanghai Sports Industry Federation and Shanghai Sports Industry Investment Fund unveiled
10. Shandong comprehensively promotes the electronic residence permit: it does not run errands, the license is more convenient, and the application is more intelligent.
Science and technology communication
1. Realme authentic GT2 Master Exploration Edition announces the global debut of a new generation of X7 unique display chip
2. IQOO 10 series official announced the initial production of 200W ultra-fast flash charge, starting the fast charge for 10 generations
3. Beijing Unicom joined hands with Huawei to complete the first thousand-station MetaAAU deployment, landing gigabit green rural strategy.
4. Hefei Xin Yihua completed the development and technical specification verification of 12inch semiconductor AMHS system.
5. Zhaoyi Innovation plans to participate in the subscription of Beijing Xiaomi Intelligent Manufacturing Equity Investment Fund with 200 million yuan, focusing on integrated circuits, etc.
文娱影游
1. Tencent Games issued a calendar restricted to minors during summer vacation: you can only log in from 20:00 to 21:00 on Fridays and Saturdays.
2. Bilibili’s first HDR color Dolby sound self-made documentary “the Land of the Gods” is launched for free for a limited time.
3. Mobile game “original Journey” announces the opening of iOS reservation: it will be tested in the second half of this year.
4. Sensor Tower:6 monthly Chinese mobile game issuers have attracted more than 2 billion US dollars worldwide, while Tencent, NetEase and Miha you are firmly in the top three.
5. Steam weekly sales list: Steam Deck won six consecutive championships, and survival game “Raft” ranked second.
Finance and finance
1. Central Bank: financial risks converge overall in 2021, and P2P lending platforms are all out of operation.
2. China Trust Industry Association: the trust industry serves a total of nearly 600 billion yuan for the green environmental protection industry.
3. The Bank of Beijing has signed a contract with the National Endowment Insurance, and the two sides will explore a new model of commercial pension finance.
4. Xinmei Mutual Life has developed its own “easy code” insurance low code platform to improve the operation efficiency.
5. Tianfeng Securities: it is planned to carry out commercial property mortgage asset securitization business, with an issuance scale of no more than 900 million yuan.
Housing real estate
1. Greentown Management New Development contract area of 13.23 million square meters in the first half of the year, with an estimated construction cost of 4.06 billion
2. China Jinmao acquired Yong Yun Real Estate and Yong Huan Real Estate for about 3.736 billion yuan to further expand the Ningbo Life Science City project.
3. East Lake High-tech: Hubei Road-Bridge consortium won the bid 1.485 billion Green and low-carbon Economic Industrial Park Project.
4. Xuhui Holdings subsidiary signed a property sale and purchase agreement of 187 million yuan with Shanghai Gao Ai.
5. Financial Street plans to set up Wuhan Jinshu Street Business Management Company, and the first project is Rongyu Binjiang Project Commercial Street.
Retail e-commerce
1. The box horse landed in the first Pinggu Taohe horse village in Beijing, allowing peaches kissed by hail to enter the market.
2. Golden Eagle 7-Eleven will enter Yancheng, Jiangsu Province, and the three stores will open together on July 16th.
3. Miss the food pre-disclosure prospectus: plan to sprint on the main board of the Shanghai Stock Exchange, raising 974 million yuan
4. Chengdu SKP project is expected to be completed in October: the total investment is 5 billion yuan and more than 1000 brands will be introduced.
5. Four brands of Italian luxury group OTB have opened stores in Shanghai, and the number of stores in China will double in the next two years.
Car travel
1. T3 travel: the cumulative number of registered users exceeds 100 million, and daily orders exceed 3 million.
2. Well-off shares: it is proposed to change its name to “Selis” and continue to increase strategic investment in new energy
3. Mercedes-Benz and Tencent have reached strategic cooperation in the field of high-level self-driving and will establish a joint autopilot laboratory.
4. Emma Technology plans to publicly issue convertible bonds of no more than 2 billion yuan, adding to the new energy smart travel project.
5. In the first half of the year, domestic power battery loading increased by 109.8% compared with the same period last year, with Ningde accounting for 47.67%.
Education and training
1. Shu Lang: the final offering price is set at HK $7.6 per share and is expected to be listed on the Hong Kong Stock Exchange on July 12.
2. The Ministry of Education and other three departments have launched a campaign of “thousands of schools and ten thousand enterprises” to promote more than 1,000 colleges and universities to support and serve more than 10,000 enterprises.
3. “strong Teachers online” basic Education in normal Universities supports Rural Revitalization and Public Welfare platform is released online, enabling the growth of county and rural teachers.
4. Shenzhen has launched a “million trainee job recruitment program”, with a monthly internship allowance of 2500 yuan per person.
5. An expert committee on off-campus education and training has been set up in Inner Mongolia to continuously promote the implementation of the “double reduction” work.
医疗健康
1. Zhifei Bio: the batch distribution of 9-price HPV vaccine increased by nearly 280% in the first quarter compared with the same period last year.
2. Jiudan Pharmaceutical High-end preparation R & D Industrial Park is about to be completed, or the output value will be increased by 6 billion.
3. Novartis appoints Ms. Zhu Jiakang as the head of innovative drugs in the field of cancer treatment in China.
4. AstraZeneca announced plans to invest in the construction of a production and supply base and set up a regional headquarters in Qingdao, Shandong Province.
5. Xu Zhenda won the ISO15189 certificate, and the laboratory CLIA, CAP, ISO15189 and ISO27001 certificates are combined.
旅游民宿
1. Douyin Live launched a series of live activities of “watching the Mountains and Rivers” in the literature and tourism industry, inviting tour guides and talent to many scenic spots across the country to broadcast.
2. Poor Travel Network “Young year Plan” set out again to join hands with Mars 1 base to explore space tourism.
3. The second National Botanical Garden: South China National Botanical Garden was opened in Guangzhou.
4. Fuzhou will issue 10 million yuan cultural travel coupons, and you can enjoy a 50% discount of up to 100 yuan & nbsp
5. The 2022 Sichuan Culture and Travel consumption season will launch more than 270activities with eight major themes and issue 227 million yuan consumption vouchers.
Block chain
1. Changan chain cooperation network “Luozi” global business travel service node will promote the landing of blockchain technology in civil aviation.
2. The “settlement chain” jointly built by China Mobile and China Unicom has been officially put into commercial use.
3. Overseas Chinese Town Culture and Brigade Science and Technology Group officially deployed the meta-universe digital collection section.
4. Himalayan digital collection platform “Meizang” will be launched soon.
5. Amex: digital RMB software and hardware products and related solutions have been adopted by dozens of major cities.
国际视角
1. Leica camera Group achieved the highest revenue in the 100-year history, with revenue growth of 16%.
2. Groufonder and Italian Semiconductor will announce plans to build a factory in France, with an investment of nearly 4 billion euros
3. Amazon Cloud Technology accelerates cloud storage innovation, releasing more than 130 storage services and functions in the past year.
4. Shopify has completed the acquisition of Deliverr: building a business-centric end-to-end logistics platform
5. United Nations report: the world’s population is expected to exceed 8 billion in November this year.
融资收购
1. Takeshi, a developer of multimodal emotion recognition technology, has completed nearly 100 million yuan D1 round financing, which is jointly invested by Treasury Capital, Jiangsu Literary Investment and meaningful Capital.
2. Self-driving technology and commercialization lead the enterprise “Xiandu Intelligence” to complete 200 million yuan B2 round of financing, with the participation of Shanshan Venture Capital, Opp Capital, old shareholder Tianqi Capital and founder Huang Chao.
3. Intelligent sorting equipment provider “Gongye Technology” completed 100 million yuan A round financing, led by Dachen Caizhi, and the old shareholder Matrix Partners continued to increase.
4. Fangshi Technology, an intelligent construction solution provider, completed the Pre-A round financing, led by Xianghe Capital, followed by the old shareholder Yong Wah, and Qingtong Capital served as the exclusive financial adviser.
5. “Care for the aged”, an old-age care service operator, has received tens of millions of yuan of Pre-A round financing, which is jointly invested by well-known industrial parties, fragrant rafter capital, coastal wealth and so on.
6. Low-dimensional functional materials R & D manufacturer “medium Entropy Technology” completed 10 million yuan Pre-A round financing, jointly invested by Jianxin Trust and Enlightening Star Venture Capital.
7. Longteng Guangre, an enterprise in the field of photothermal energy storage and industrial low-carbon energy, has completed a new round of financing of hundreds of millions of yuan, led by the Guokai Manufacturing Transformation and upgrading Fund under the National Manufacturing Transformation and upgrading Fund.
8. The developer of new carbon fiber composite thermal insulation materials and its related products, “Ken New Materials”, has completed 130 million yuan of D-round financing, led by the National Development Fund for small and medium-sized Enterprises (Zhejiang Pu). Hefei Industrial Investment, Jinpu Intelligent (Phase II), Jiawo Capital, Wuxing Industrial Investment, Shanghai Nuoyi, Houhe Capital and Zhejiang Science Investment participated together.
9. “Silosai”, a developer of programmable drug delivery platform, has completed more than 10 million US dollars in Pre-A round financing, led by NovoiVenture Capital and another well-known health care investment fund.
10. Puguang Biology, a developer of extracorporeal medical diagnosis system, completed nearly 100 million yuan Pre-A round financing, which was jointly led by Nanjing New Industrial Investment and Huatai Guoxin Fund under Huatai Zijin. Wenzhou Investment continued to follow up, and Kyushu Tongchu Venture Capital and other institutions followed.
